Jiangxi Copper Co (STU:JIX) Forward Rate of Return (Yacktman) %: 11.13% (As of Dec. 2025) — 31% Below Median

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STU:JIX Jiangxi Copper Co Ltd STU:JIX
84 GF Score
Price €3.64
GF Value €3.13
Valuation Modestly Overvalued
! 1 Warning Sign
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What is Jiangxi Copper Co Forward Rate of Return (Yacktman) %?

Jiangxi Copper Co STU:JIX -1.20% 84 Forward Rate of Return (Yacktman) % is 11.13% as of Dec. 2025, which is 31% below its 10-year median of 16.02. GuruFocus rates STU:JIX with a GF Score™ of 84/100 and a GF Value™ of €3.13 (Modestly Overvalued). The stock has 1 warning sign investors should review. Among 447 Metals & Mining companies, Jiangxi Copper Co ranks better than 56.15% on this metric.

Yacktman defines forward rate of return as the normalized free cash flow yield plus real growth plus inflation. Jiangxi Copper Co's forward rate of return for was 11.13%.

The historical rank and industry rank for Jiangxi Copper Co's Forward Rate of Return (Yacktman) % or its related term are showing as below:

STU:JIX' s Forward Rate of Return (Yacktman) % Range Over the Past 10 Years
Min: -17.84   Med: 16.02   Max: 28.35
Current: 12.16

During the past 13 years, Jiangxi Copper Co's highest Forward Rate of Return was 28.35. The lowest was -17.84. And the median was 16.02.

STU:JIX's Forward Rate of Return (Yacktman) % is ranked better than
56.15% of 447 companies
in the Metals & Mining industry
Industry Median: 9.55 vs STU:JIX: 12.16

Unlike the Earnings Yield %, the Forward Rate of Return uses the normalized Free Cash Flow of the past five years, and considers growth. The forward rate of return can be thought of as the return that investors buying the stock today can expect from it in the future.


Jiangxi Copper Co  (STU:JIX) Forward Rate of Return (Yacktman) % Explanation

Unlike the Earnings Yield, the Forward Rate of Return uses the normalized Free Cash Flow of the past five years, and considers growth. The forward rate of return can be thought of as the return that investors buying the stock today can expect from it in the future.

For the growth part of the Forward Rate of Return calculation, GuruFocus uses the 5-year average growth rate of EBITDA per share as the growth rate, and the growth rate is always capped at 20%. For the Free Cash Flow we use per share data averaged over five years. The reason we use five years is to make it comparable to the growth rate.


Be Aware

In the Forward Rate of Return calculation, the growth rate is added directly to today's free cash flow yield. Therefore the calculation is reliable only if the company can grow at the same rate in the future as it did in the past. Investors should pay close attention to this when researching growth stocks. A more accurate measurement for return is Return on Capital.


Jiangxi Copper Co Forward Rate of Return (Yacktman) % Related Terms


Jiangxi Copper Co Forward Rate of Return (Yacktman) % Historical Data

* Premium members only.

The historical data trend for Jiangxi Copper Co's Forward Rate of Return (Yacktman) % can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Jiangxi Copper Co Forward Rate of Return (Yacktman) % Chart

Jiangxi Copper Co Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
Forward Rate of Return (Yacktman) %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 25.04 30.48 32.55 20.72 11.13

Jiangxi Copper Co Semi-Annual Data
Dec16 Jun17 Dec17 Jun18 Dec18 Jun19 Dec19 Jun20 Dec20 Jun21 Dec21 Jun22 Dec22 Jun23 Dec23 Jun24 Dec24 Jun25 Dec25 Jun26
Forward Rate of Return (Yacktman) % Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 23.30 19.66 17.47 8.72 7.96

STU:JIX vs SCCO, FCX: Forward Rate of Return (Yacktman) % Comparison

For the Copper subindustry, Jiangxi Copper Co's Forward Rate of Return (Yacktman) %, along with its competitors' market caps and Forward Rate of Return (Yacktman) % data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


Jiangxi Copper Co Forward Rate of Return (Yacktman) % vs Metals & Mining Industry

For the Metals & Mining industry and Basic Materials sector, Jiangxi Copper Co's Forward Rate of Return (Yacktman) % distribution charts can be found below:

* The bar in red indicates where Jiangxi Copper Co's Forward Rate of Return (Yacktman) % falls into.


STU:JIX
84GF Score
Jiangxi Copper Co Ltd STU:JIX
Forward Rate of Return (Yacktman) % is just one metric. See GF Score™, valuation, warning signs, and more.
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Jiangxi Copper Co Forward Rate of Return (Yacktman) % Calculation

Forward Rate of Return is a concept that Don Yacktman uses in his investment approach. Yacktman explained the forward rate of return concept in detail in his interview with GuruFocus. Yacktman defines forward rate of return as the normalized free cash flow yield plus real growth plus inflation. He said in the interview (March 2012, when the S&P 500 was at about 1400):

If the business is stable, this calculation is fairly straightforward. For instance, on the S&P 500 we would normalize earnings. We would then calculate what percentage of those earnings are not reinvested in the underlying businesses and are therefore free. Historically, for the S&P 500, this has been just under 50% of earnings. Currently, we expect the S&P to earn about 70 on a normalized basis, a number which is far below reported earnings due to our adjusting for record high profit margins. $70 X ½ / 1400 gives you a normalized free cash flow yield of approximately 2.5%.

The historical real growth rate of the S&P 500 (companies) is about 1.5%. Assuming an inflation rate of 2.5%, the forward rate of return on an investment in the S&P 500 is about 6.5% today (2.5% free cash flow yield plus 1.5% real growth plus 2.5% inflation).

Jiangxi Copper Co's Forward Rate of Return of Dec. 2025 is

Forward Rate of Return=Normalized Free Cash Flow/Price+5-Year EBITDA Growth Rate
=-0.04833333/4.378+0.1223
=11.13 %

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

What does a Forward Rate of Return (Yacktman) % of 11.13% mean?
Jiangxi Copper Co (STU:JIX) has a Forward Rate of Return (Yacktman) % of 11.13% as of Dec. 2025. Yacktman's forward rate of return equals the sum of normalized free-cash-flow yield plus earnings growth. View historical data on Jiangxi Copper Co and its competitors. This is 31% below median its historical median of 16.02. According to the industry distribution chart, Jiangxi Copper Co ranks #196 out of 447 companies in the Metals & Mining industry, placing it in the top 43.8%.
Is Jiangxi Copper Co's Forward Rate of Return (Yacktman) % too high?
Jiangxi Copper Co's current Forward Rate of Return (Yacktman) % of 11.13% is 31% below median its 10-year median of 16.02. The Metals & Mining industry median Forward Rate of Return (Yacktman) % is 9.55. Jiangxi Copper Co's value of 11.13% is 16.5% above this industry median. Based on the distribution chart, Jiangxi Copper Co ranks #196 out of 447 companies in the Metals & Mining industry, which is above the industry midpoint. Overall, Jiangxi Copper Co has a GF Score™ of 84/100 and is considered Modestly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Jiangxi Copper Co's Forward Rate of Return (Yacktman) % compare to SCCO and FCX?
According to the Metals & Mining industry distribution chart, Jiangxi Copper Co ranks #196 out of 447 companies for Forward Rate of Return (Yacktman) %. This puts Jiangxi Copper Co in the upper half of its industry. The industry median Forward Rate of Return (Yacktman) % is 9.55. Jiangxi Copper Co's value of 11.13% is 16.5% above this benchmark. While the company's 10-year median is 16.02 vs. the industry median of 9.55, Jiangxi Copper Co has consistently been above the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Forward Rate of Return (Yacktman) % for a Metals & Mining company?
The median Forward Rate of Return (Yacktman) % among Metals & Mining companies is 9.55, based on 447 companies in the industry. Companies in the top quartile (top 25%) have a Forward Rate of Return (Yacktman) % significantly above this median, while those in the bottom quartile fall well below. However, Forward Rate of Return (Yacktman) % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Jiangxi Copper Co's current Forward Rate of Return (Yacktman) % of 11.13% is 16.5% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Forward Rate of Return (Yacktman) % mean?
A high Forward Rate of Return (Yacktman) % can signal that a stock is expensive relative to its fundamentals. Yacktman's forward rate of return equals the sum of normalized free-cash-flow yield plus earnings growth. View historical data on Jiangxi Copper Co and its competitors. For the Metals & Mining industry, the median Forward Rate of Return (Yacktman) % is 9.55 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Jiangxi Copper Co's current Forward Rate of Return (Yacktman) % is 11.13%, which is 31% below median its own 10-year median of 16.02. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Jiangxi Copper Co stock overvalued right now?
Based on GuruFocus' analysis, Jiangxi Copper Co (STU:JIX) is currently considered Modestly Overvalued. The stock's GF Value™ is €3.13, compared to a current price of €3.64 — trading 16.2% above its estimated fair value. The current Forward Rate of Return (Yacktman) % is 11.13%, which is 31% below median its 10-year median of 16.02 and 16.5% above the Metals & Mining industry median of 9.55. Jiangxi Copper Co's overall GF Score™ is 84/100 with 1 warning sign to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Forward Rate of Return (Yacktman) % calculated?
Forward Rate of Return (Yacktman) % is calculated from a company's financial statements. For Jiangxi Copper Co (STU:JIX), the current Forward Rate of Return (Yacktman) % is 11.13% as of Dec. 2025. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Jiangxi Copper Co (STU:JIX) Overvalued in 2026?

Based on GuruFocus' analysis, Jiangxi Copper Co stock appears to be overvalued. The current stock price of €3.64 is trading 16.2% above its estimated GF Value™ of €3.13. GuruFocus considers Jiangxi Copper Co to be Modestly Overvalued.

Key valuation signals for STU:JIX:

  • Forward Rate of Return (Yacktman) %: 11.13% (31% below median its 10-year median of 16.02)
  • GF Value™: €3.13 vs. price of €3.64 (16.2% above fair value)
  • GF Score™: 84/100 with 1 warning sign
  • Industry Position: 16.5% above the Metals & Mining median (#196 of 447)

No single metric tells the full story. See the STU:JIX stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Jiangxi Copper Co Business Description

Address No. 7666 Changdong Avenue, High-tech Development Zone, Jiangxi Province, Nanchang, CHN, 330096
Jiangxi Copper Co Ltd engages in copper and gold mining, dressing, smelting and processing; extraction and processing of rare and scattered metals; sectors such as sulphuric chemistry and trading. Its products include such as cathode copper, gold, silver, lead-zinc, and sulfuric acid; rare and precious metal products such as molybdenum, selenium, tellurium, rhenium, platinum, palladium, and bismuth; as well as copper processing products, new material products, and industrial manufacturing products. It has two operating segments: the production and sale of copper and other related products and services, and the production and sale of gold and other related products and services. The majority of the company's revenue is derived from the Copper related business.
84GF Score

Get the complete analysis for STU:JIX

Forward Rate of Return (Yacktman) % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

€3.64
Price
€3.13
GF Value